CRM For Accounting

CPAs have a tough job. With deadlines to meet year-round, it can get hectic managing your contacts and filing forms for the right people. If you aren’t organized, clients slip through the cracks and fine details are missed. With a CRM that narrative can change. A good CRM can help you track your work more efficiently and remind you who and when needs what. But with so little time, taking using up resources to implement a technical solution to your problems may seem like too great a risk to take. Enter Avidian’s Prophet CRM.  As the first and best Outlook CRM, our CRM product is integrated fully into your email client. Both intuitive to learn and simple to use, Prophet CRM does a great job of bridging the technology gap and ensuring that anybody can boost their productivity and keep track of fine details.

Contact Management

Centralizes and Syncs your Contacts across all devices

Automatically Tracks all Emails, Appointments and Tasks

Multi-Tier Parent Child Company relationships

For Accountants, your work centers around your clients and being able to keep track a great deal of forms and reports for different people. Prophet can help you do this more efficiently by centralizing your contacts and attaching important files to each one. This way you always know who you are dealing with and how much work still needs to be done.

 

Client Pipeline Management

Lead Management

Website Lead Form Integration

Automated Follow Up

As more and more people enter your network, it can become cumbersome to manually manage every interaction. However, with Prophet’s pipeline management, you can automate lead follow up and even generate forms. Cut down on time spent doing repetitive tasks and focus on what you do best.

 

Reporting and Analytics

Graphical Dashboards

Report Writer

Easy Export to Excel

One of the most elusive but promising aspects of a successful CRM is analytics. A CRM is not only a tool meant to improve your daily processes but also a tool meant to define and clarify your marketing strategy. In Prophet, you can quickly see where your efforts are performing well and what needs work through dashboards and reports. Export them to Excel with a few simple clicks and integrate this crucial data into your decision making!   Overall, we are confident that our Outlook CRM is a great fit for accountants from any sector. What matters is an easy to use but powerful tool that serves as your backline for organization and bookeeping. With our robust and proactive support team, we hope to have the chance to work with you and your team. Thank you.